Ad is loading...
RFEBX vs RWMFX
RFEBX vs RWMFX Comparison
Open Charts RFEBX vs RWMFX
American Funds Fundamental Invs R2E
Price$82.59
Change-$1.63 (-1.94%)
VolumeN/A
Net Assets144.16B
American Funds Washington Mutual R5
Price$64.14
Change-$0.88 (-1.35%)
VolumeN/A
Net Assets196.11B
RFEBX vs RWMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RFEBX vs. RWMFX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RFEBX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 196B vs. RFEBX (144B). RWMFX pays higher dividends than RFEBX: RWMFX (1.70) vs RFEBX (0.62). RFEBX was incepted earlier than RWMFX: RFEBX (10 years) vs RWMFX (23 years). RWMFX is a more actively managed with annual turnover of: 30.00 vs. RFEBX (28.00). RFEBX (250) and RWMFX (250) have matching initial minimum investment requirements. RFEBX annual gain was more profitable for investors over the last year : 9.72 vs. RWMFX (8.20). RWMFX return over 5 years is better than : 38.24 vs. RFEBX (33.14).
| RFEBX | RWMFX | RFEBX / RWMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.109 | 4.242 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 196B | 73% |
| Annual Yield % from dividends | 0.62 | 1.70 | 36% |
| Returns for 1 year | 9.72 | 8.20 | 118% |
| Returns for 3 years | 21.86 | 18.09 | 121% |
| Returns for 5 years | 33.14 | 38.24 | 87% |
| Returns for 10 years | 55.95 | 61.66 | 91% |
View a ticker or compare two or three
VS
VS
Ad is loading...